Entity type
Individual
Filer Snapshot
Jackson P. Roberts
CIK 0001927150. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
7
Latest filing
12 May 2026
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: Forms 3/4/5 owner position for AA. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
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No parsed 13F portfolio row yet.
Browse latest 13FLargest parsed holding
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Populates from the latest parsed 13F information table.
Open holding13D/G large stake
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No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
AA
08 May 2026 ยท $1.3M
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Source: SEC Forms 3/4/5
View Source Filing
4 filed on 12 May 2026 for CIK 0001927150.
- Business address
- 201 Isabella Street, Suite 500, Pittsburgh, PA, 15212
- Ownership coverage
-
Form 3/4/5 holdings value
$1.3M
Estimated from parsed insider ownership filings when values are disclosed.
- Top disclosed positions
- AA
Identity
1 fact
SEC ownership signals
2 facts
Filer intelligence
What SEC filings say about Jackson P. Roberts
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Forms 3/4/5 show insider context for AA worth $1.3M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Forms 3/4/5 insider context
AA
08 May 2026
Latest update
What changed recently for Jackson P. Roberts
Latest ownership report period: 08 May 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
12 May 2026
Page type
Ownership filings
Latest period
08 May 2026
Ownership context was refreshed from SEC Forms 3/4/5 filed on 12 May 2026.
SEC filing record
CIK 0001927150 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
7
First seen
11 May 2022
Latest filing
12 May 2026
Entity
Individual
Observed form types
4
3
Latest Filings
Showing the latest 7 of 7 SEC filings for Jackson P. Roberts.
4
File 001-37816
4
- Filing date
- 12 May 2026
- Reporting date
- 08 May 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-37816
4
- Filing date
- 14 May 2025
- Reporting date
- 12 May 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-37816
4
- Filing date
- 16 May 2024
- Reporting date
- 14 May 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-37816
FORM 4 SUBMISSION
- Filing date
- 11 May 2023
- Reporting date
- 09 May 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-37816
FORM 4 SUBMISSION
- Filing date
- 30 Sep 2022
- Reporting date
- 28 Sep 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
File 001-37816
FORM 4 SUBMISSION
- Filing date
- 11 May 2022
- Reporting date
- 09 May 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
3
File 001-37816
FORM 3 SUBMISSION
- Filing date
- 11 May 2022
- Reporting date
- 05 May 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing